Worth Venture Partners, LLC

Worth Venture Partners, LLC, established in 2012, is a woman-owned investment advisor specializing in discovering, selecting, and monitoring emerging managers for superior returns. The firm manages investment funds and custom portfolios for insurance companies. Clients must meet specific eligibility requirements, with a minimum initial investment of $1,000,000 for most funds. Worth Venture Partners charges an asset-based management fee ranging from 0.5% to 2.5% annually. The firm may pay a portion of this fee to underlying managers. Performance fees or allocations range between 15% and 20%. The firm engages in various investment strategies, including relative value, convertible bond arbitrage, market neutral equity, and global macro strategies. Worth Venture Partners emphasizes risk management and provides detailed information on potential risks associated with investments. The firm has full investment discretion for most client accounts and exercises voting rights on client securities in their best interest. Worth Venture Partners does not have custody of client funds but reviews client investment programs regularly. The firm's financial condition is stable, with no bankruptcy filings in the past decade. Clients can request additional information on the firm's Code of Ethics, brokerage practices, and voting history.